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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
DMK
1951
David M. Knott
| $434M | +$58.7M | +16% | 17.4% | 81% | 88 | 12.5% | 2 |
|
| 1952 |
1952
Kelly Lawrence W & Associates
Pasadens,
California
| $433M | +$33.6M | +8% | 1.44% | 123% | 194 | 20.1% | 1.5 |
|
| 1953 |
1953
MN Services Vermogensbeheer
The Hague,
Netherlands
| $433M | +$2.52M | +0.6% | 2.95% | 149% | 690 | 12.9% | 0.2 |
|
| 1954 |
1954
Pacific Global Investment Management
Glendale,
California
| $432M | -$13.4M | -3% | 0.23% | 48% | 220 | 8.64% | 2.4 |
|
| 1955 |
GII
1955
Gryphon International Investment
Toronto,
Ontario, Canada
| $432M | -$38.6M | -8% | 0.65% | 5.67% | 22 | 0% | 2.1 |
|
| 1956 |
1956
Signet Financial Management
Parsippany,
New Jersey
| $432M | -$42.5M | -9% | 1.27% | 65.2% | 196 | 18.88% | 1 |
|
| 1957 |
1957
Trinity Street Asset Management
London,
United Kingdom
| $430M | -$52.8M | -11% | 0.42% | 76.9% | 14 | 14.29% | 1.3 |
|
| 1958 |
SCM
1958
Symons Capital Management
Pittsburgh,
Pennsylvania
| $430M | +$28.1M | +7% | 1.83% | 25.4% | 76 | 42.11% | 1.4 |
|
| 1959 |
1959
Incline Global Management
New York
| $430M | -$3.29M | -0.8% | 0.3% | 40.1% | 29 | 58.62% | 0.5 |
|
| 1960 |
1960
Sanders Morris Harris
Houston,
Texas
| $430M | -$151M | -26% | 10.1% | 85.8% | 351 | 37.89% | 0.2 |
|
| 1961 |
1961
Central Securities
New York
| $430M | +$20.6M | +5% | 2.94% | 90.2% | 38 | 5.26% | 1.8 |
|
| 1962 |
1962
Abner Herrman & Brock
Jersey City,
New Jersey
| $430M | +$32M | +8% | 2.47% | 156% | 123 | 7.32% | 1.7 |
|
| 1963 |
1963
Oracle Investment Management
Greenwich,
Connecticut
| $430M | +$45M | +12% | 22.4% | 865% | 20 | 5% | 2.6 |
|
| 1964 |
1964
Goodnow Investment Group
Darien,
Connecticut
| $429M | -$31.5M | -7% | 1.62% | 131% | 30 | 16.67% | 2.1 |
|
| 1965 |
1965
Smith Salley Wealth Management
Greensboro,
North Carolina
| $429M | +$30.1M | +8% | 1.5% | 106% | 169 | 11.83% | 2 |
|
| 1966 |
1966
Pictet North America Advisors
Geneva 73,
Switzerland
| $429M | -$48.5M | -10% | 1.25% | 67.7% | 112 | 27.68% | 0.8 |
|
| 1967 |
1967
Cambridge Associates
Boston,
Massachusetts
| $429M | +$218M | +104% | 2.23% | 50.1% | 30 | 30% | 1.1 |
|
| 1968 |
1968
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $428M | +$17.9M | +4% | 1.94% | 34% | 96 | 15.63% | 2.1 |
|
| 1969 |
1969
Bank Hapoalim BM
Tel Aviv,
Israel
| $428M | +$6.46M | +2% | 0.17% | 76.6% | 193 | 22.28% | 1.4 |
|
| 1970 |
1970
Cypress Capital Group
Palm Beach,
Florida
| $427M | +$19.3M | +5% | 3.75% | 97.8% | 179 | 12.85% | 2.3 |
|
| 1971 |
LM
1971
Lasry Marc
| $427M | -$25.7M | -6% | 3.42% | 14.8% | 19 | 10.53% | 2.5 |
|
| 1972 |
1972
Jacobs & Co
San Francisco,
California
| $426M | +$10.1M | +2% | 2.31% | 105% | 125 | 3.2% | 2.5 |
|
| 1973 |
1973
Community Bank
Dewitt,
New York
| $424M | +$9.7M | +2% | 2.98% | 73.5% | 482 | 10.79% | 1.2 |
|
| 1974 |
1974
L. Roy Papp & Associates
Phoenix,
Arizona
| $424M | +$1.78M | +0.4% | 1.42% | 80.1% | 159 | 10.06% | 2.2 |
|
| 1975 |
1975
Cypress Funds
Los Angeles,
California
| $423M | +$24.7M | +6% | 0.84% | 100% | 33 | 51.52% | 0.7 |
|